Ruth Barrios has been an investment adviser representative at Woodstock Wealth Management since June 2018, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Ruth Barrios’ longest registration is the current one, 8 years at Woodstock Wealth Management since 2018. Before joining Woodstock Wealth Management in 2018, Ruth Barrios was registered through Woodstock Financial Group, Inc. and Wells Fargo Advisors, LLC.
- – present · 8 yearsSun City Center, FL · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 2 yearsSun City Center, FL · Adviser representative · Firm CRD 38095
- Wells Fargo Advisors, LLC– · 2 yearsTamarac, FL · Adviser representative · Firm CRD 19616
- BB&T Investment Services, Inc.– · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 33856
- Edward Jones– · 3 yearsRiverview, FL · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Ruth Barrios is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2018; the most recent is Texas, in May 2024.
- FloridaSince 21 June 2018
- TexasResidentSince 24 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 October 2008 |
| Series 7 | General Securities Representative Examination | 2 October 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ruth Ann Barrios
- CRD
- 2747022
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- 139 S. Pebble Beach BLVD, Suite 203, Sun City Center, FL 33573
- Registration
- Investment adviser registration
- In the industry since
- September 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Ruth Barrios work?
Ruth Barrios is an investment adviser representative registered through Woodstock Wealth Management, Inc. since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Ruth Barrios a financial advisor?
Yes. Ruth Barrios has a current investment-adviser registration in Florida and Texas, through Woodstock Wealth Management since June 2018.
How many years of experience does Ruth Barrios have?
Ruth Barrios has 19 years in the financial industry, since September 2007, across 5 adviser firms.
What exams has Ruth Barrios passed?
Ruth Barrios has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in June 1996. FINRA credited Ruth Barrios with the SIE, which began in October 2018.
Where did Ruth Barrios work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Ruth Barrios was registered through Wells Fargo Advisors, LLC, February 2013 to December 2015; BB&T Investment Services, Inc., May 2012 to February 2013; Edward Jones, October 2008 to May 2012.
Where is Ruth Barrios based?
Ruth Barrios’ registered office is in Sun City Center, FL.
Is Ruth Barrios registered with FINRA?
No. Ruth Barrios has no current broker registration.
How can I verify Ruth Barrios’ record?
Search CRD 2747022 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ruth Barrios’ full registration record.